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Barclays Global Investors (BGI) is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide. For more than 35 years, BGI has been at the forefront of developing innovative investment ideas, applying science and technology to the investment process. Headquartered in San Francisco and winning first place in the SF Business Times' ''Best Places to Work in the Bay Area 2008" Awards (Giant Companies category), the Barclays PLC subsidiary employs over 3,700 people globally and manages approximately $1.5 trillion in assets. Primary Responsibilities: The Business Development Associate serves as the central point of contact for a 3 person team. As a member of the team, a BDA will: • Make outbound phone calls to prospective and existing clients to provide customized solutions • Develop and grow advisor relationships with a specified segment of the territory’s advisors • Work directly with BDO partner to create meetings with advisors and perform follow up activity through needs-based profiling • Deliver in person presentations to large audiences and field questions and objections • Travel independently to meet directly with financial advisors and conduct client meetings • Prepare comprehensive and customized data analysis • Promote attendance and attend BGI roadshows and conferences • Work with BDO and RSA partners to maximize territory sales coverage • Travel with BDO approximately one week per quarter • Exchange sales ideas with other channels within US IIB Group Qualifications:
• BA/BS degree required • 2+ years of experience in mutual fund or brokerage industry required • NASD Series 7, and 63 required • Ability to develop relationships with Advisors and deliver ideas and information that will generate sales and assets • High energy, motivated individual • Commitment to excellence • Exceptional verbal and written communication skills • Ability to work in a team environment • Basic understanding of Microsoft Word, Excel, Outlook, and web-based technology • Strong character references • Clean compliance record BGI is an Affirmative Action/Equal Employment Opportunity employer.
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